Latest Institutional Transactions on New Mountain Finance Corp (NMFC)
This table provides information on the latest institutional transactions involving New Mountain Finance Corp (NMFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-600- 5.27% |
$7.28K - $7.63K
|
10.8K
$114K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
SELL
|
- |
-3.97K- 22.15% |
$48.2K - $50.5K
|
14K
$148K
|
|
|
Jul 08, 2024
Q2 2024
|
Bank & Trust CO
Litchfield, IL |
BUY
|
- |
422New |
$5.12K - $5.37K
|
422
$4.48K
|
|
| Q1 2024 | |||||||
|
Mar 11, 2025
Q1 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
240+ 12000.0% |
$2.94K - $3.13K
|
242
$2.57K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.44K- 83.91% |
$17.6K - $18.8K
|
276
$2.93K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1KNew |
$12.3K - $13.1K
|
1K
$10.6K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
4.1KNew |
$50.2K - $53.5K
|
4.1K
$43.5K
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
149KNew |
$1.83M - $1.94M
|
149K
$1.58M
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
110KNew |
$1.35M - $1.44M
|
110K
$1.17M
|
|
|
May 14, 2024
Q1 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
155New |
$1.9K - $2.02K
|
155
$1.64K
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10KNew |
$123K - $131K
|
10K
$106K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
11.4KNew |
$140K - $149K
|
11.4K
$121K
|
|
|
May 13, 2024
Q1 2024
|
Pingora Partners LLC
Wilson, WY |
BUY
|
- |
4KNew |
$49K - $52.2K
|
4K
$42.4K
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
77New |
$943 - $1K
|
77
$817
|
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
548+ 6.15% |
$6.71K - $7.15K
|
9.45K
$100K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
3.14KNew |
$38.5K - $41K
|
3.14K
$33.3K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
19.8KNew |
$243K - $259K
|
19.8K
$210K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
500New |
$6.13K - $6.53K
|
500
$5.31K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.12K- 28.91% |
$50.5K - $53.8K
|
10.1K
$108K
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
15.2KNew |
$186K - $198K
|
15.2K
$161K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
19.7KNew |
$241K - $257K
|
19.7K
$209K
|
|
| Q4 2023 | |||||||
|
May 29, 2025
Q4 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
69.4K+ 9.67% |
$850K - $917K
|
787K
$8.35M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
207New |
$2.54K - $2.73K
|
207
$2.2K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
765+ 13.7% |
$9.37K - $10.1K
|
6.35K
$67.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-3.63K- 4.25% |
$44.5K - $48K
|
81.8K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
36.3K+ 131.14% |
$444K - $479K
|
63.9K
$678K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-2.4KClosed |
$29.4K - $31.7K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
325KNew |
$3.98M - $4.29M
|
325K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Winton Group LTD
London, X0 |
BUY
|
- |
11.2K+ 38.29% |
$137K - $148K
|
40.5K
$430K
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-2.08K- 12.97% |
$25.5K - $27.5K
|
14K
$148K
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-48.3K- 59.25% |
$591K - $638K
|
33.2K
$352K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
29New |
$355 - $383
|
29
$308
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-13.4K- 18.29% |
$164K - $177K
|
59.9K
$635K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
30KNew |
$368K - $396K
|
30K
$318K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.77KNew |
$33.9K - $36.6K
|
2.77K
$29.4K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
BUY
|
- |
2+ 1.75% |
$24.5 - $26.4
|
116
$1.23K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-3.31K- 17.23% |
$41.2K - $43.3K
|
15.9K
$168K
|
|
|
Nov 13, 2023
Q3 2023
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1.65K+ 5.05% |
$20.6K - $21.6K
|
34.3K
$364K
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
BUY
|
- |
1.79KNew |
$22.4K - $23.5K
|
1.79K
$19K
|
|
|
Nov 02, 2023
Q3 2023
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
10.3KNew |
$129K - $135K
|
10.3K
$109K
|
|
|
Oct 25, 2023
Q3 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-113- 1.05% |
$1.41K - $1.48K
|
10.6K
$113K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.81K- 10.21% |
$22.5K - $23.6K
|
15.9K
$168K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
13.6KNew |
$170K - $179K
|
13.6K
$145K
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
10K+ 95.06% |
$125K - $131K
|
20.5K
$218K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.8KNew |
$135K - $150K
|
11.8K
$125K
|
|
|
Aug 14, 2023
Q2 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
20.8KNew |
$238K - $264K
|
20.8K
$221K
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-336- 1.53% |
$3.84K - $4.26K
|
21.6K
$229K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$5.71K - $6.35K
|
500
$5.31K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.1KNew |
$115K - $128K
|
10.1K
$107K
|
|